See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,341 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,369 | $50,529+51.1% | $66,042+15.6% | $85,563-10.7% |
| Participation rate | 96.5% | 57.7%+38.8pp | 67.5%+29.0pp | 66.0%+30.5pp |
| Annual return | 15.83% | 18.34%-2.5pp | 52.11%-36.3pp | 31.51%-15.7pp |
| Employer contribution / active EE | $3,289 | $1,111+196.1% | $1,579+108.3% | $2,654+23.9% |
| Participant deferral / active EE | $4,365 | $2,768+57.7% | $2,835+53.9% | $4,375-0.2% |
| Admin fee / account holder | $11 | $1,005-98.9% | $5,747-99.8% | $834-98.7% |